The Retirement Tax Podcast

Latest Episodes:

Episode 10: IRS's Dirty Dozen Feb 01, 2022

Show notes

There's not much fun that comes with the IRS, but it's pretty amusing to see the IRS put out something called The Dirty Dozen. In this episode, Ben and Steven talk about what this Dirty Dozen is and how it can help you avoid common scams and frauds. You'll hear about what to keep in mind this tax season, as well as what to look out for.

You can find all show notes for this episode at: https://bit.ly/3KvH87B

Episode 9: Getting Ready For Tax Time Jan 15, 2022

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It's mid-January, but we're still a bit stuck in 2021 since taxes haven't been filed yet. Today's episode is all about how we can make sure to be ready for this upcoming tax-filing season. Ben and Steven go over some of the key ways to make sure you don't miss anything important, as well as what you can do to make your tax filing go smoothly.

You can find all show notes for this episode at: https://bit.ly/3JHwwCd

Episode 8: 2021 Is Over, But 2021 Tax Planning Isn't Jan 01, 2022

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April 15th is not the only important date to keep in mind when it comes to taxes. Although the calendar year has come to an end, there are planning opportunities you can still take advantage of now that 2021 is over. So, today, Ben and Steven share what areas can be reached into and still have some influence on your tax consequence.

You can find all show notes for this episode at: https://bit.ly/3GXwC6r

Episode 7: Tax Qualified Accounts - Let's Talk Acronyms Dec 15, 2021

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There's only one group of people who love acronyms more than accountants: the military. In this episode, Steven and Ben will be talking about acronyms (not IN acronyms) when it comes to tax qualified accounts to give you a better understanding of them, how to differentiate between them, and how to decide which ones to use.

You can find all show notes for this episode at: https://bit.ly/3rFlu9S

Episode 6: Tax Efficient Ways to Support Your Favorite Charities Dec 01, 2021

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If you're wondering how you or your loved ones can be more charitable and more tax efficient, then don't miss today's show. Steven and Ben will be digging into this topic, outlining and explaining the various ways to give to your favorite charities in the most tax efficient way possible.

You can find all show notes for this episode at: https://bit.ly/3r1EbV1

Episode 5: What Are Tax Deductions Really Worth? Nov 15, 2021

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For many people, the best part of tax season is getting large deductions to lower their taxes. Yes, tax deductions are important, as they decrease your taxable income based on specific spending. However, despite this being a common topic, it is also very commonly misunderstood. So, in this episode, Benjamin and Steven will be sharing which tax reductions are really worth your time and effort so that you can avoid wasting your resources on something that may not make a difference.

You can find all show notes for this episode at: https://bit.ly/3EH3peP

Episode 4: Year End Planning Nov 01, 2021

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Tax planning should be something that is looked at throughout the entire year. However, as the end of the year approaches, now is a particularly good time to review your finances and take advantage of any tax planning opportunities that may be available for you. So, in this episode, Benjamin and Steven will be sharing some tax tips to consider and answering your questions as we get closer to the end of 2021.

Listen in as Benjamin explains how to approach your Roth conversions and the importance of being intentional with your spending and saving. You will learn where to start on a multi-year tax planning strategy, what questions to ask a CPA to see if they're a good fit for you, and when you may want to find someone to help you with your taxes.

You can find all show notes for this episode at: https://bit.ly/3jcAYNF

Episode 3: Getting a Refund Does Not Mean You've Won Oct 15, 2021

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While we all have to pay taxes, there are various tax credits and deductions available that can help you maximize your tax refund and minimize the amount you pay. But does the perfect tax refund exist? In today's episode, Benjamin and Steven will be discussing tax returns, focusing on tips to help you get your taxes where they should be while avoiding common missteps along the way.

Listen in as they share the issues you can run into when you have paid too much on your taxes or you have received a much larger amount than anticipated. You will learn the benefit of being intentional with how you spend your money, the right money mindset to be in during tax time, and why receiving a large amount for your tax return is not necessarily a good thing.

You can find all show notes for this episode at: https://bit.ly/3an9LCU

Episode 2: All Things Roth Oct 01, 2021

Show notes

Roth IRAs were created to help the average working American save money. However, records show Peter Thiel and other ultra-rich investors have used them to grow their untaxed fortunes. Now don't worry if you don't have six billion dollars in your Roth IRA—most people presumably do not—but in this episode, Steven and Benjamin will be going over how someone can accumulate vast fortunes in a Roth IRA, as well as some tax lessons we can learn from this.

Listen in as the guys explain the importance of working with a trusted advisor before considering a Roth IRA and why the fear of what may happen down the road should not prevent you from taking action today. You will learn when starting a Roth IRA may be a good option for you and why the Roth is such a powerful planning tool.

You can find all show notes for this episode at: https://bit.ly/3o5Hx7V

Episode 1: Tax-Free Income from Your House Sep 15, 2021

Show notes

Welcome to The Retirement Tax Podcast, where hosts Steven Jarvis, CPA, and Benjamin Brandt, CFP, work together to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes. Each week, they will dive into conversations around taxes, focusing on what you can truly control (instead of what you cannot) and how to set yourself up financially for your future.

In this inaugural episode, Steven and Benjamin will be explaining how you can generate tax-free income by owning a house, as well as how to make use of your home even whilst you are not living in it. You will learn the importance of keeping good records and always remaining compliant with the IRS. Remember: you can have an impact on your retirement tax—this is not something you are stuck with!

You can find all show notes for this episode at: https://bit.ly/3AhyB2o

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